See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,485 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,571 | $79,519+39.0% | $95,952+15.2% | $73,409+50.6% |
| Participation rate | 99.2% | 81.2%+18.0pp | 77.1%+22.1pp | 72.2%+27.0pp |
| Annual return | 14.46% | 19.20%-4.7pp | 91.61%-77.2pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,732 | $2,048-15.4% | $2,541-31.8% | $2,234-22.5% |
| Participant deferral / active EE | $5,851 | $4,138+41.4% | $4,167+40.4% | $3,805+53.8% |
| Admin fee / account holder | $121 | $184-34.1% | $6,795-98.2% | $158-23.1% |